Luma Compare: Alternative Investment Comparison Technology

Spotlight Solutions with Luma Compare

Alternative Investment Technology Comparison Solutions

Luma Compare is a new comparison tool that streamlines product discovery, illuminating the best solutions for various client needs. By empowering advisors to instantly select, compare and test different product sets, this simplified process increases objectivity and transparency in the market.

Annuities | Annuity ReplacementsStructured Products  

REQUEST A WALK-THROUGH

Use Data to Drive your Decisions

Luma’s Alternative Investment Comparison Technology

Utilize Luma’s award-winning solutions to discover the best product through innovative data modeling, insights, and comparison features. Create optimal opportunities that match each of your client’s unique objectives.

REQUEST A WALK-THROUGH

Suitability and Compliance

Advisors and regulatory leaders want to, and in many cases are required to do, what is in the best interest of their clients to help them meet or exceed their financial goals and expectations. Luma Compare is leading the way in the industry through its innovative data modeling and third-party integrations that allow financial professionals to instantly discover and test new products, easily review a diverse set of products, and within a few simple clicks, deliver superior service to their clients while remaining compliant with suitability and best interest requirements.

1

EXAMINE

Examine across product types, carriers, and issuers.

2

ANALYZE

Analyze historical performance to discover the optimal solution for your client.

3

COMPARE

Compare product performance in different market scenarios and select the product that aligns with your client’s objectives.

Luma Compare: Annuities

Discover Suitability Solutions

LEARN MORE

Luma Compare: Structured Products

Discover Simple Solutions

LEARN MORE

Request a Personalized Walk-Through

Fill out the form below and one of our platform specialists will reach out.